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Legacy Financial Advisors’s Albemarle ALB Stock Holding History

Legacy Financial Advisors’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-105
Closed -$9K – 147
2019
Q1 		$9K Sell
105
-222
-68% -$18.2K ﹤0.01% 623
2018
Q4 		$25K Sell
327
-33
-9% -$3.11K 0.01% 361
2018
Q3 		$35K Buy
360
+32
+10% +$3.1K 0.01% 288
2018
Q2 		$31K Buy
328
+7
+2% +$672 0.01% 308
2018
Q1 		$29K Hold
321
– – 0.01% 306
2017
Q4 		$41K Buy
+321
New +$43.5K 0.02% 269

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's ALB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Albemarle (ALB) in Q2 2019, closing a stake of 105 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in ALB in Q4 2017 and held it in 6 quarters. The position peaked at $41K in Q4 2017. 561 funds tracked by Wall St. Rank hold ALB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Albemarle position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 105 Albemarle shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Albemarle in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Albemarle position peaked at $41K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Albemarle as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.